Senior Financial Services

Senior Financial Services
As cherished family members grow older, they often need help with day-to-day financial tasks: balancing a checkbook, paying household bills, keeping up with tax payments. If you’re out of town or pressed for time, Stampone & Associates’ caring, honest, professional help may be the answer. We keep you informed every step of the way and offer peace of mind to both your loved ones.

Stampone & Associates provides a full range of senior financial services:

Day-to-day money management

  • Reviews and pays household bills, budgets, and keeps records
  • Assists with check writing and checkbook balancing
  • Makes sure money due is received, receipted, and deposited
  • Prepares, plans and files income, trust, gift and estate tax returns

Assistance with Living Issues

  • Offers second opinions regarding household issues and unexpected situations
  • Handles day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses
  • Addresses questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance
  • Provides referrals to local services and agencies
  • Arranges proper level of care, transportation, and caregiver assessment

Document Maintenance

  • Organizes and reviews personal, financial, and legal documents to determine what needs to be addressed
  • Prepares inventories of personal assets and investments
  • Monitors investment portfolio and other assets in conjunction with investment advisor

Future Planning

  • Identifies and plans retirement income, needs, and goals
  • Determines current and long-term cash flow needs by analyzing income and expenses
  • Plans retirement account distributions and safeguards against improper disbursements

Elder care financial services are crucial to your loved ones’ independence and financial freedom. Contact us for more information: Karen@stamponeassociates.com.

Schedule your complimentary, initial consultation with Stampone & Associates today: 215-277-1191.

Providing Small Business Accounting & Tax Preparation, Individual Tax Planning & Preparation, Certified Divorce Financial Analyst Services, Senior Money Management, Personal Financial Planning and Asset Management, Restaurant Management
Serving Philadelphia, Jenkintown, Abington, Willow Grove, Huntingdon Valley, Montgomery County, Bucks County, and South Florida restaurants